Waverly Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $3.36M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $259K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $211K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $5K | Buy |
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